First Manhattan’s Invesco Municipal Income Opportunities Trust OIA Stock Holding History

First Manhattan’s Portfolio OIA Stock Details OIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-3,173	Closed	-$23K	–	1401
2018 Q1	$23K	Hold	3,173	–	–	﹤0.01%	1082
2017 Q4	$25K	Hold	3,173	–	–	﹤0.01%	1123
2017 Q3	$25K	Hold	3,173	–	–	﹤0.01%	1087
2017 Q2	$24K	Hold	3,173	–	–	﹤0.01%	1062
2017 Q1	$23K	Hold	3,173	–	–	﹤0.01%	1073
2016 Q4	$22K	Hold	3,173	–	–	﹤0.01%	1056
2016 Q3	$26K	Hold	3,173	–	–	﹤0.01%	1041
2016 Q2	$25K	Hold	3,173	–	–	﹤0.01%	1067
2016 Q1	$24K	Hold	3,173	–	–	﹤0.01%	1035
2015 Q4	$23K	Hold	3,173	–	–	﹤0.01%	1064
2015 Q3	$21K	Hold	3,173	–	–	﹤0.01%	1078
2015 Q2	$21K	Sell	3,173 -722	-19%	-$4.99K	﹤0.01%	1104
2015 Q1	$27K	Hold	3,895	–	–	﹤0.01%	1069
2014 Q4	$27K	Hold	3,895	–	–	﹤0.01%	1088
2014 Q3	$26K	Buy	3,895 +3,173	+439%	+$21.8K	﹤0.01%	1073
2014 Q2	$5K	Hold	722	–	–	﹤0.01%	1273
2014 Q1	$4K	Hold	722	–	–	﹤0.01%	1285
2013 Q4	$4K	Hold	722	–	–	﹤0.01%	1257
2013 Q3	$4K	Hold	722	–	–	﹤0.01%	1256
2013 Q2	$4K	Buy	+722	New	+$5.06K	﹤0.01%	1249

Other funds holding OIA

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

First Manhattan's OIA Position: Q2 2018 in Review

First Manhattan sold out of Invesco Municipal Income Opportunities Trust (OIA) in Q2 2018, closing a stake of 3,173 shares — an estimated $23K sold.

First Manhattan first reported a position in OIA in Q2 2013 and held it in 20 quarters. The position peaked at $27K in Q1 2015. 51 funds tracked by Wall St. Rank hold OIA as of Q2 2018.

First Manhattan reported no remaining Invesco Municipal Income Opportunities Trust position as of Q2 2018 after selling out during the quarter.
First Manhattan sold 3,173 Invesco Municipal Income Opportunities Trust shares in Q2 2018, an estimated $23K.
First Manhattan first reported a position in Invesco Municipal Income Opportunities Trust in Q2 2013 and held it in 20 quarters.
First Manhattan's Invesco Municipal Income Opportunities Trust position peaked at $27K in Q1 2015.
51 funds tracked by Wall St. Rank held Invesco Municipal Income Opportunities Trust as of Q2 2018.

Based on First Manhattan's 13F filing for Q2 2018, filed 1 Aug 2018.